Patrick Fitzgerald Email & Phone Number

Patrick Fitzgerald has been a financial consultant for nine years, joining Clarica (now Sun Life) in 1999. He specializes in investment and risk management strategies for mid life professionals and business owners, as well as income solutions for individuals transitioning to retirement. During his tenure in the financial services industry, Patrick has discovered that all too often, advisors place undue emphasis on selling investment products, without sufficient regard for clients’ real concerns and objectives. Patrick is a strong believer in a client-centric approach to wealth management that prioritizes clients’ interests above all else.With all the hype in the investment industry, it is easy for individuals to be overwhelmed with different offerings and conflicting points of view. Patrick demystifies investment and insurance products for clients. He identifies solutions that are relevant to clients’ personal situations, and describes how each solution contributes to their overall plan. The benefits, risks and ‘fine print’ associated with each option are explained in every day language. When solutions are presented in proper context, clients are able to make better decisions. They develop healthy perspectives of their current financial positions and can foresee long-term prosperity. With a strong desire to remain current on leading edge approaches for financial life planning, Patrick is committed to continuing education for both himself and his clients.“I am committed to investing the time necessary to understand clients’ personal responsibilities, financial concerns and aspirations at every stage of life. It may be a reflection of my small town upbringing, but I truly enjoy forging long term relationships with the clients we serve.”I am a Sun Life Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. a clear connection: Your relationship with SUn Life can be viewed by copying and pasting the following link, https://www.sunlife.ca/content/dam/sunlife/regional/canada/documents/slfd/clear-connections-en.pdfAdvisors and their corporations conduct insurance business through Sun Life Distributors (Canada) Inc.Mutual Fund business is done with your advisor through Sun Life Investment Services (Canada) Inc.

Listed skills include Retirement Planning, Retirement, Estate Planning, Financial Advisory, and 10 others.